DCM Advisors’s Enphase Energy ENPH Stock Holding History

DCM Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,034	Closed	-$842K	–	107
2022 Q3	$842K	Sell	3,034 -1,356	-31%	-$366K	0.42%	59
2022 Q2	$857K	Buy	+4,390	New	+$794K	0.37%	72

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DCM Advisors's ENPH Position: Q4 2022 in Review

DCM Advisors sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 3,034 shares — an estimated $842K sold.

DCM Advisors first reported a position in ENPH in Q2 2022 and held it in 2 quarters. The position peaked at $857K in Q2 2022. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

DCM Advisors reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 3,034 Enphase Energy shares in Q4 2022, an estimated $842K.
DCM Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 2 quarters.
DCM Advisors's Enphase Energy position peaked at $857K in Q2 2022.
940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.